Institutional Ownership Microsoft Corp (MSFT)
This table provides information about the institutional ownership of Microsoft Corp (MSFT). We have compiled data on the 6,783 institutions that hold shares in the stock, with a total of 5.98 Billion shares, which have been reported (via 13F filing form) to have a value of $3.04 Trillion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Keebeck Wealth Management, LLC
Chicago, IL |
Nov 14, 2025 Q3 2025 |
43,001
shares
|
$21.8 Million
2.8% of portfolio
|
Q3 2025
Reduced 0.35%
|
|
|
Morse Asset Management, Inc
Darien, CT |
Nov 13, 2025 Q3 2025 |
42,978
shares
|
$21.8 Million
4.86% of portfolio
|
Q3 2025
Added 0.02%
|
|
|
Legacy Trust
Grand Rapids, MI |
Oct 24, 2025 Q3 2025 |
42,934
shares
|
$21.8 Million
4.38% of portfolio
|
Q3 2025
Added 14.63%
|
|
|
Wealth Alliance
Mellville, NY |
Nov 07, 2025 Q3 2025 |
42,915
shares
|
$21.8 Million
2.46% of portfolio
|
Q3 2025
Added 1.5%
|
|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Nov 12, 2025 Q3 2025 |
42,771
shares
|
$21.7 Million
2.78% of portfolio
|
Q3 2025
Added 3.57%
|
|
|
Moser Wealth Advisors, LLC
|
Jul 30, 2025 Q2 2025 |
42,743
shares
|
$21.7 Million
10.59% of portfolio
|
Q2 2025
Added 9.4%
|
|
|
First Interstate Bank
Billings, MT |
Oct 29, 2025 Q3 2025 |
42,719
shares
|
$21.7 Million
1.26% of portfolio
|
Q3 2025
Reduced 0.56%
|
|
|
Montecito Bank & Trust
|
Jan 08, 2026 Q4 2025 |
42,659
shares
|
$21.6 Million
3.51% of portfolio
|
Q4 2025
Reduced 8.8%
|
|
|
Lincoln Capital LLC
|
Jan 08, 2026 Q4 2025 |
42,656
shares
|
$21.6 Million
4.14% of portfolio
|
Q4 2025
Reduced 0.59%
|
|
|
Trustmark National Bank Trust Department
Jackson, MS |
Nov 12, 2025 Q3 2025 |
42,650
shares
|
$21.6 Million
1.44% of portfolio
|
Q3 2025
Added 1.03%
|
|
|
Bourgeon Capital Management LLC
|
Oct 21, 2025 Q3 2025 |
42,593
shares
|
$21.6 Million
4.1% of portfolio
|
Q3 2025
Reduced 3.18%
|
|
|
Quantum Private Wealth, LLC
Lake Forest, IL |
Nov 10, 2025 Q3 2025 |
42,561
shares
|
$21.6 Million
6.84% of portfolio
|
Q3 2025
Added 0.85%
|
|
|
Generali Investments Cee, Investicni Spolecnost, A.S.
Prague, 2N |
Jan 14, 2026 Q4 2025 |
42,509
shares
|
$21.6 Million
1.45% of portfolio
|
Q4 2025
Added 5.62%
|
|
|
Horan Wealth, LLC
Cincinnati, OH |
Nov 05, 2025 Q3 2025 |
42,501
shares
|
$21.6 Million
3.47% of portfolio
|
Q3 2025
Added 15.62%
|
|
|
Ss&H Financial Advisors, Inc.
|
Oct 17, 2025 Q3 2025 |
42,398
shares
|
$21.5 Million
6.79% of portfolio
|
Q3 2025
Reduced 0.07%
|
|
|
Golden State Equity Partners
South Coast Metro, CA |
Oct 21, 2025 Q3 2025 |
42,360
shares
|
$21.5 Million
3.85% of portfolio
|
Q3 2025
Added 5.73%
|
|
|
Farley Capital L.P.
New York, NY |
Nov 12, 2025 Q3 2025 |
42,349
shares
|
$21.5 Million
16.57% of portfolio
|
Q3 2025
Reduced 17.58%
|
|
|
Alta Fox Capital Management, LLC
Fort Worth, TX |
Nov 14, 2025 Q3 2025 |
42,300
shares
|
$21.5 Million
6.51% of portfolio
|
Q1 2025
Reduced 31.55%
|
|
|
Core Alternative Capital
|
Nov 03, 2025 Q3 2025 |
42,232
shares
|
$21.4 Million
6.47% of portfolio
|
Q3 2025
Reduced 11.15%
|
|
|
Accredited Investors Inc.
|
Oct 30, 2025 Q3 2025 |
42,196
shares
|
$21.4 Million
1.22% of portfolio
|
Q3 2025
Added 7.84%
|
|
|
111 Capital
Paris, I0 |
Nov 12, 2025 Q3 2025 |
42,175
shares
|
$21.4 Million
4.14% of portfolio
|
Q3 2025
Added 56.22%
|
|
|
Acropolis Investment Management, LLC
|
Jan 14, 2026 Q4 2025 |
42,174
shares
|
$21.4 Million
1.03% of portfolio
|
Q4 2025
Added 1.31%
|
|
|
Advisor Os, LLC
|
Nov 10, 2025 Q3 2025 |
42,093
shares
|
$21.4 Million
2.04% of portfolio
|
Q3 2025
Added 6.84%
|
|
|
Fox Hill Wealth Management
Dedham, MA |
Nov 12, 2025 Q3 2025 |
42,030
shares
|
$21.3 Million
10.19% of portfolio
|
Q3 2025
Reduced 0.53%
|
|
|
Umpqua Bank
Lake Oswego, OR |
Nov 06, 2025 Q3 2025 |
42,013
shares
|
$21.3 Million
6.03% of portfolio
|
Q3 2025
Added 1.33%
|
|